bbeec07@gmail.com |
Mumbai, Delhi
Desired Candidate profile:
Designation/ Role: Client Associate
Experience: 1 to 3 years experience
Location: Bangalore / Mumbai / Delhi
Education: Graduate with AFP/CFP/QPFP
Industry: Financial Services / Personal Finance
Job description:
’ Supporting the Client Relationship Manager in identifying client needs and providing them with the
right financial planning assistance.
’ Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management
Services (PMS), Direct Equity, etc.
’ Good understanding of Mutual funds, PMS, and other investment products.
’ Collaborating with various departments within the organization, including Research, Insurance,
Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.
’ Engaging with both existing and prospective clients alongside the Client Relationship Manager and
addressing client inquiries effectively.
’ Providing clients with pertinent information and insights regarding portfolio reviews, Systematic
Investment Plans (SIPs), and other relevant financial discussions.
Applicant Requirements:
’ Strong oral and written communication skills.
’ Proficiency in MS Excel and PowerPoint.
’ Experience in investment advisory within the financial services sector will be an added advantage.
’ Openness to learning and utilizing technology.
Experience | 1 - 3 Years |
Salary | 4 Lac To 6 Lac P.A. |
Industry | ITES / BPO / KPO / LPO / Customer Service |
Qualification | Professional Degree |
Key Skills | Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner |
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